After the buyer submits

When a buyer sends your form, Sami B2B Onboarding files the application for your team and shows the buyer either a thank-you screen or another page of your choice. This page covers both choices, the emails that go out and what signed-in customers see.

What happens when a buyer submits

• The application is filed. It appears in Companies › Applications with the status Pending, under Needs your action. See Review an application.
• Emails go out. The buyer gets the Application received email and your team gets the New application email. Both are on by default. You can switch each one off for a form in the builder’s Email section. See Edit email templates.
• Rules run. If you set up rules, one may approve or reject the application, ask for more information, assign it or flag it straight away. See Rules that decide applications.
• The buyer sees what you chose in After submit: a thank-you screen, or another page.

Nothing is created in Shopify yet. The customer and company are made when the application is approved.

Show a thank-you message

The thank-you screen replaces the form on the same page. It’s the default.

1. Open After submit

   Go to Forms and click Edit beside the form. In the rail on the left, click After submit.

2. Choose the thank-you message

   Under When a buyer submits, choose Show a thank-you message. While this panel is open, the preview shows the thank-you screen instead of the form.

3. Write the heading and message

   Type in Heading and Message. Use the toolbar above each box to format the text, for example to add bold text or a link.

   The Wholesale application form starts with Thank you and “We have your application and will email you once it has been reviewed.” A new form starts with Thank you and “We have received your application and will be in touch.”

   

   While After submit is open, the preview shows the thank-you screen your buyers will see.

4. Save and test

   Click Save in the save bar. Open the form on your store, fill it in and submit it. The form is replaced by your heading and message.

   

   After a buyer submits, your thank-you message takes the form’s place.

Caution

A blank box shows nothing. If you empty both Heading and Message, buyers see an empty space where the form was, with no sign that it worked. Keep at least a heading.

To show the heading and message in other languages, translate them in Translate.

Send buyers to another page

Use a redirect when you have a page of your own to show next, such as a thank-you page with your wholesale catalog or contact details.

1. Choose Redirect to a page

   In After submit, under When a buyer submits, choose Redirect to a page.

2. Enter the address

   In Redirect URL, type either:

   • a page on your store, starting with /, for example /pages/thank-you, or
   • a full web address, for example https://example.com/wholesale.

   Anything else, such as example.com/wholesale without https:// in front, is refused when you save, with “Enter a web address that starts with https:// or a page on your store that starts with /.”

3. Save and test

   Click Save in the save bar. Submit the form on your store: once the application is sent, the browser opens the page you entered.

If you choose Redirect to a page but leave Redirect URL empty, buyers stay on the form’s page and see the thank-you screen.

Change the error messages

The After submit panel also holds Error message, the wording buyers read when an answer is missing or doesn’t fit. Click Error message to open it. There is one box per message, such as Required, Invalid email, Min characters and Captcha.

Leave a box empty to keep the wording shown in it. In your own wording, {{ label }} becomes the field’s label, and {{ min }} and {{ max }} the limit the buyer missed. For example: Please fill in {{ label }}.

What signed-in customers see

When a buyer is signed in to their customer account, the form knows who they are, and each customer can send one application.

The customer	What they see instead of a blank form
Hasn’t applied yet	The form, with “Signed in as … We’ll link this application to your account.” Their email is filled in from their account and can’t be changed, and there is no captcha. After they submit, the thank-you screen adds a Go to your account button.
Applied and waiting for a decision	Your application is being reviewed, with their application’s reference, and Go to your account.
Asked for more information	We need a little more from you, with Update your application, which opens their answers to change and send again.
Rejected	Your application wasn’t approved. If you rejected it with Let them update it and send it again, Update your application is added.
Approved	Your business account is open, with Go to your account.
Already buys for a company	You already have a business account, with the company’s name and Go to your account. This notice shows only where the form comes from the theme editor block. On the form page the app creates, or with the embed code, they see the form, but sending it is refused.

If a signed-in customer who has already applied, or who buys for a company, submits anyway, for example from a page they left open, the application is refused. A guest who isn’t signed in can’t be told apart from anyone else, so the form stays open to them.

A signed-in customer who has already applied sees where their application stands instead of a new form.

You can reword all of these messages in Translate. To ask every buyer to sign in before they see the form, see Ask buyers to log in before applying.

Note

In the theme editor you always see the form itself, even when you’re signed in. To see what a guest sees on the live store, open the page in a private browser window.

Next steps

• Review an application — open the applications buyers send.
• Edit email templates — change the Application received email the buyer gets.
• Choose who gets notified — pick who on your team gets the New application email.
• Add a form to your store — put the form where buyers can find it.